We have continuous development of deal flow channels to attract the best opportunities 30-40 companies are reviewed, researched, and interviewed to complete the first analysis we use the investment criteria. The top 10-15% are presented as a One-Pager & the top 30% are targeted for future analysis. Others may be tagged for “Watch and Monitor”

The best 10-15% of companies evaluated each month are presented as a one-pager. Only companies that meet sufficient investment criteria are presented. This level 1 due diligence does not attempt to validate or recommend. Each One Pager incorporates hours of market research, interviews, and fact-checking.

An Investment Brief is a 5-10 page that is a level 2 due diligence report based on initial analysis, and an Investment Memo is a 10-20 page level 3 due diligence report based on a deeper analysis. The "Brief" represents a preliminary recommendation subject to more analysis, while the "Memo" represents a stronger conviction which precipitates term sheet negotiations

The DD report is a 70-100 page document based on 4-6 weeks of analysis & fact checks Includes: Management bios, sales, marketing, market sizing, financials, valuation model, IP, Legal docs, technology, product, risks, cap table.

We are capable of funding quickly after the legal paperwork is completed. We expect our portfolio companies to provide quarterly updates, which include financial statements and projections at a minimum.

As operators in startups and fortune 100 companies, we have been in your shoes and have worn many hats. We are here to help by reaching out to our extensive network, brainstorming a pricing strategy, or making sales calls.